+45.6%
BMY vs MKSI
+40.1%
+5.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -5.0% | +9.0% | +3.9% |
| 7D | +6.0% | -10.7% | +16.6% | +5.7% |
| 30D | +9.1% | -30.5% | +39.6% | +8.6% |
| 3M | -2.6% | -39.2% | +36.6% | -3.0% |
| 6M | +13.1% | -33.0% | +46.1% | +9.7% |
| YTD | +23.0% | +22.3% | +0.7% | +16.5% |
| 1Y | +45.6% | +42.7% | +2.9% | +37.0% |
| All | +45.6% | +40.1% | +5.5% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MKSI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling